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Midwest Financial Partners Investments’s Boeing BA Stock Holding History

Midwest Financial Partners Investments’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$386K Buy
2,076
+239
+13% +$51.2K 0.15% 60
2026
Q2 		$398K Hold
1,837
– – 0.17% 59
2026
Q1 		$366K Hold
1,837
– – 0.19% 57
2025
Q4 		$399K Buy
+1,837
New +$378K 0.22% 54

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Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Midwest Financial Partners Investments's BA Position: Q3 2026 in Review

Midwest Financial Partners Investments increased its Boeing (BA) stake by 13% in Q3 2026, buying an estimated $51.2K and bringing the position to 2,076 shares worth $386K. The position accounts for 0.15% of the portfolio, ranked #60.

Midwest Financial Partners Investments first reported a position in BA in Q4 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 373 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Midwest Financial Partners Investments held 2,076 shares of Boeing worth $386K as of Q3 2026.
  • Midwest Financial Partners Investments bought 239 Boeing shares in Q3 2026, an estimated $51.2K.
  • Boeing made up 0.15% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #60 holding.
  • Midwest Financial Partners Investments first reported a position in Boeing in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Partners Investments's Boeing position peaked at $399K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.